I have been a licensed investment and insurance professional since 1983. That over 7300 days of studying the markets and working with some 600 + clients.
Over this time period I have served clients in both bear, and bull markets. I have learned that most people subscribe to the thoughts of Will Rogers when it comes to investing; “I’m more concerned about the return of my money then the returns on my money.”
I do worksheets on each client so that I can determine how much they want to save in products with guarantees, and how much they want in products that fluctuate. Most people need some in each category. I use my skills to help clients determine what the mix should be.
I subscribe to several publications, attend conferences to stay abreast of things happening, and attend continuing education seminars. I then share this information with my clients through my website, newsletters, investment workshops and one-on-one meetings.
I currently hold a state insurance license, and the following investment license: series 7, 63,& 24.